Probity Advisors, Inc.

Porter Ozanne is a financial advisor with Probity Advisors, Inc. in Dallas, TX, holding the ChFC® designation and Series 63 and 65 licenses. He has 25 years of industry experience and has been affiliated with Probity Advisors since 2002. Ozanne is also the sole owner of a life insurance agency and serves as Vice President and 50% owner of FA Holdings, Inc., a technology services company supporting Probity Advisors. Probity Advisors, Inc. provides discretionary investment supervisory services, financial planning, and retirement-plan advisory to individuals, pension plans, charitable organizations, and businesses. The firm employs a range of actively managed and quantitatively rebalanced strategies, offering clients regular performance reports and educational resources.

Marshall Ozanne is a CFP® professional with 22 years of industry experience. He is currently with WSA Affiliates, LLC and has prior experience at Woodbury Financial, where he worked for 18 years. Outside of his advisory role, Ozanne is president of Ozanne Financial Services, LLC, which provides insurance product sales and consulting services to RIAs. WSA Affiliates, LLC serves individual and high-net-worth clients through advisory referral services and financial planning. The firm connects clients with third-party investment managers and other professionals, conducting due diligence on recommended advisers but generally not managing assets directly.

Adam Bronson is a CFP®, CFA®, and holds a Series 66 license, with 21 years of industry experience. He has been with Probity Advisors, Inc. in Dallas, TX since 2003. Probity Advisors, Inc. provides discretionary investment supervisory services, financial planning, and retirement-plan advisory to individuals, pension plans, charitable organizations, and businesses. The firm employs both active management and quantitative strategies across multiple asset classes and offers fiduciary consulting and participant education as part of its service model.

Christopher Sorrow is a CFA® charterholder and holds a Series 66 license with 23 years of industry experience. He has worked at Probity Advisors, Inc. since 2002 and is also involved with FA Holdings, Inc., a technology services company providing data analytics and integration services to Probity Advisors. Additionally, he serves as secretary for WSA Affiliates, LLC. Probity Advisors, Inc. offers discretionary investment supervisory services, financial planning, and retirement-plan advisory to individuals, pension plans, charitable organizations, and businesses. The firm employs multiple investment platforms and combines fundamental, technical, quantitative, and qualitative analysis to manage client portfolios actively and through dynamic rebalancing.

Phillip Maxwell is a financial advisor at Probity Advisors, Inc. in Dallas, TX, holding a Series 65 designation with two years of industry experience. Prior to joining Probity Advisors, he was self-employed and has experience working with religious organizations and a seminary. Probity Advisors, Inc. provides discretionary investment supervisory services, financial planning, and retirement-plan advisory to individuals, pension plans, charitable organizations, and businesses. The firm utilizes a combination of fundamental, technical, quantitative, and qualitative analysis to manage actively and dynamically rebalanced portfolios tailored to clients’ objectives and risk tolerance.

Marcus Magers is a CFP® professional with 24 years of experience in the financial services industry. He has been with Probity Advisors, Inc. since 2012 and previously worked at Forest Securities, Inc. from 2015 to 2017. Marcus holds Series 63 and Series 65 licenses. Probity Advisors, Inc. provides discretionary investment supervisory services, financial planning, annuity allocation, and retirement-plan advisory to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a variety of actively managed and dynamically rebalanced strategies guided by client objectives, risk tolerance, and tax considerations.